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Certified Wealth Strategist®
Continuing Education Requirements
CE Hour Requirements
CWS® certificants are required to complete 33 hours of CE (30 general and 3 Ethical) for each reporting period:
Reporting period is defined as two-years, beginning January 1 following the date of receiving your CWS® certification. For all recipients prior to January 1, 2009, you will be grandfathered in and begin the two-year period January 1, 2009.
The subject matter for general CE must entail technical training that extends knowledge within the 13 Wealth Management Issue’s and/or training that improves on practice management and client relationship building skills.
Any courses approved by the following organizations automatically qualify for CWS® CE credit: |
- CFP
- ICB
- National Association of State Board of Accountancy (NASBA)
- State approved Insurance courses
- State approved legal credits
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- American College (CLU and ChFC)
- Certified Fund Raising Executive (CFRE)
- Investment Management Consultants Association (IMCA)
- National Association of Securities Dealers (NASD)
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Below you will find the Cannon curriculum that is approved for CWS® CE. Programs taken from other organizations may count for CE credit if they meet CWS® Board's CE standards. Access a current Cannon list of courses here:.
Earning CE Hours
CE hours must be earned during the current reporting period, which is a two-year period beginning January 1 following date of receiving the CWS® award.
Any CE hours in excess of the requirement may not be applied to subsequent reporting periods. CE hours earned for any one program may not be split between two reporting periods.
Reporting CE Hours
CE programs not registered with CWS® Board may be submitted online by the certificant, please email kgroft@cannonfinancial.com if you have questions.
CE Credit Submission Form
Proof of attendance: Documentation may be a grade report or transcript for activities involving an examination. For other programs, a written confirmation of attendance (i.e., Certificate of Attendance, Certificate of Completion, etc.) from the sponsoring organization is acceptable and should include: CWS® certificant name, name of program, name of CE sponsor, date of program, location, number of CE credits and signature of sponsor representative. In addition, an agenda showing the topics addressed and the time allotted for each topic should be retained. Please provide documentation electronically (scan or upload to email).
Reporting and Recordkeeping
CE hours may be reported electronically to CWS® Board at any time by CE sponsors or by CWS® certificants. CE hours must be submitted to CWS® Board by the end of the CE reporting period, along with the other renewal requirements.
Coming soon; Certificants will be able to access up-to-date information on CE hours that have been reported by CE sponsors by logging in to MY CWS® within the CWS® website. If all required CE hours are reported to CWS® Board directly by CE sponsor the certificant does not need to report additional CE hours.
CWS® Renewal and Maintenance dues
Each reporting period (2-year) the CWS® certficant will be required to pay dues of $350 to renew and maintain good standing with the CWS® Board of Standards. A reminder will go out in the summer and again in the fall to remind alumni to complete their CE requirement.
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